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iShares S&P SmallCap 600 Index shares owned by Edge Capital Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Edge Capital Group from 13F filings

Historical chart of Edge Capital Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Edge Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Edge Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $32M 339k 94.33
2023-06-30 $33M 329k 99.65
2023-03-31 $32M 333k 96.70
2022-12-31 $28M 298k 94.64
2022-09-30 $29M 332k 87.19
2022-06-30 $1.5M 1.0k 1487.59
2022-03-31 $28M 262k 107.88
2021-12-31 $475k 4.1k 114.51
2020-12-31 $337k 3.7k 91.88
2020-09-30 $258k 3.7k 70.34
2020-06-30 $319k 4.7k 68.34
2019-12-31 $340k 4.1k 83.91
2019-09-30 $315k 4.1k 77.74
2019-06-30 $414k 5.3k 78.26
2019-03-31 $408k 5.3k 77.13
2018-12-31 $369k 5.3k 69.36

More positions owned by Edge Capital Group

Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)

View all positions for Edge Capital Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index